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Financial Profiles

George Northrop




February 7, 2020

Karyn Williams, Ph.D, founder and managing principal for Hightree Advisors will be speaking on a panel at the Women Investment Professionals (WIP) Annual Economic Outlook Luncheon in Chicago on February 7, 2020. WIP’s mission is to empower women in the institutional investment community, and this event brings together leading women in the space to discuss and prepare for the year ahead.
The panel discussion will be moderated by Nimisha Srivastava, CAIA, Global Head of Credit Research at Willis Towers Watson. Dr. Williams will be joined on the panel by Robin J. Anderson, Ph.D, Senior Global Economist from Principal Global Investors, Anna Paulson, Ph.D, Director of Research and Executive Committee Member Federal Reserve Chicago, and Vivian Lin Thurston, CFA, from William Blair.


November 12 and 14, 2019

Karyn Williams, PhD will be the keynote speaker at the Pension & Investments Multi-Asset Investing Conference to be held in Chicago and New York. The Multi-Asset Investing Conference will provide a platform for discussion and debate regarding why asset owners should consider a multi-asset approach, the various drivers behind them and how to utilize this strategy to maximize overall performance.


She will be presenting the following:

A Case Study:  Managing alpha and beta in today’s markets

  • The crazy, convoluted market for investment solutions

  • The hidden exposures in multi-asset allocations and how to see risk in any portfolio

  • The true costs of investment programs can be larger than you think

  • A unifying framework: what’s right for you?


For more information about the conference, visit the event page on the P&I website.



On August 29, 2019, Karyn Williams and co-authors published a paper available on SSRN – FEN (Social Science Research Network – Financial Economics)


The paper, “π Portfolio Management: Reaching Goals while Avoiding Drawdowns” proposes a unique approach to portfolio selection that explicitly takes into account investors' simultaneous investment objectives, such as achieving target return levels and avoiding specific drawdown limits. 

The paper can be found here.

On June 9, 2020, Karyn Williams published an article in Pensions & Investments on the Value of Risk Management. The article discusses how investors might compare, in dollars or returns, different approaches to risk management using Portfolio Pi and Eta.


The article can be found here.

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